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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Williams Jones Wealth Management, LLC.

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117655

Total Value
$6.51B
Positions
556
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL2,200,313$376.7M5.79%
2COSTCO WHSL CORP NEW COM22160K105484,132$273.5M4.21%
3VISA INC COM CL AV1,141,417$262.5M4.04%
4MICROSOFT CORP COMMSFT766,027$241.9M3.72%
5ACCENTURE PLC IRELAND SHS CLASACN649,293$199.4M3.07%
6ALPHABET INC CAP STK CL AGOOG1,442,154$188.7M2.90%
7ZOETIS INC CL AZTS981,656$170.8M2.63%
8IDEXX LABS INC COM45168D104364,469$159.4M2.45%
9INTUIT COMINTU295,381$150.9M2.32%
10JOHNSON & JOHNSON COMJNJ954,062$148.6M2.29%
11AUTOMATIC DATA PROCESSING INCADP605,182$145.6M2.24%
12METTLER TOLEDO INTERNATIONAL CMTD116,768$129.4M1.99%
13STERIS PLC SHS USDSTE580,843$127.4M1.96%
14ECOLAB INC COMECL742,347$125.8M1.93%
15AMAZON COM INC COMAMZN970,749$123.4M1.90%
16DANAHER CORP DEL COM235851102484,342$120.2M1.85%
17THERMO FISHER SCIENTIFIC INC CTMO222,690$112.7M1.73%
18TJX COS INC NEW COM8725401091,266,699$112.6M1.73%
19ROPER TECHNOLOGIES INC COMROP228,255$110.5M1.70%
20ALCON AG ORD SHSALC1,335,737$102.9M1.58%
21HOME DEPOT INC COMHD330,276$99.8M1.53%
22PEPSICO INC COMPEP575,084$97.4M1.50%
23BERKSHIRE HATHAWAY INC DEL CLBRK-A262,339$91.9M1.41%
24APTARGROUP INC COMATR722,903$90.4M1.39%
25JPMORGAN CHASE & CO COMVYLD618,062$89.6M1.38%
26NVIDIA CORP COMNVDA196,295$85.4M1.31%
27MCCORMICK & CO INC COM NON VTGMKC-V1,070,507$81.0M1.25%
28THE TRADE DESK INC COM CL A88339J105987,267$77.2M1.19%
29ALPHABET INC CAP STK CL CGOOG583,302$76.9M1.18%
30DOVER CORPORATION (Special)DOV534,603$74.6M1.15%
31SHERWIN-WILLIAMS COSHW243,321$62.1M0.95%
32BLACKSTONE GROUP INCBX569,496$61.0M0.94%
33ISHARES SHORT-TERM CORP B4642886461,142,166$56.9M0.88%
34EATON CORP PLC SHSETN252,664$53.9M0.83%
35LAUDER ESTEE COS INC CL A518439104351,978$50.9M0.78%
36ENTERPRISE PRODS PARTNERS L P2937921071,799,932$49.3M0.76%
37APOLLO GLOBAL MGMT INC COM CL03769M106517,001$46.4M0.71%
38CINTAS CORP COMCTAS95,419$45.9M0.71%
39SYSCO CORP COMSYY616,464$40.7M0.63%
40EXXON MOBIL CORP COMXOM340,886$40.1M0.62%
41AON PLC CLASS-A ORDINARY SHAREAON109,933$35.6M0.55%
42HONEYWELL INTL INC438516106192,432$35.5M0.55%
43UNITEDHEALTH GROUP INC COMUNH68,026$34.3M0.53%
44COMCAST CORP NEW CL ACCZ723,984$32.1M0.49%
45JACOBS SOLUTIONS INCJ227,580$31.1M0.48%
46ONEX CORP SUB VTG68272K103523,070$30.8M0.47%
47NIKE INC CL BNKE297,445$28.4M0.44%
48MSCI INC COMMSCI55,170$28.3M0.44%
49SPDR S&P 500 ETF TR TR UNITSPY63,701$27.2M0.42%
50PRICE T ROWE GROUP INC COMTROW256,578$26.9M0.41%
51PROGRESSIVE CORP OHIO COM743315103190,600$26.6M0.41%
52FORTIVE CORP COMFTV345,050$25.6M0.39%
53CHEVRON CORP NEW COMCVX150,231$25.3M0.39%
54PIMCO ENRGY & TACT CRDTPDX1,237,381$24.5M0.38%
55WEX INC COMWEX129,999$24.5M0.38%
56ROCKWELL AUTOMATION INCROK84,962$24.3M0.37%
57MERCK & CO INC NEW COMMRK235,553$24.3M0.37%
58ABBOTT LABS COMABLZF250,042$24.2M0.37%
59CROWN CASTLE INTL CORPCCI262,756$24.2M0.37%
60ARCHER DANIELS MIDLAND COADM319,439$24.1M0.37%
61LOWES COS INC COM548661107115,206$23.9M0.37%
62AMERICAN EXPRESS CO COMAXP154,049$23.0M0.35%
63QUANTA SVCS INC COM74762E102114,352$21.4M0.33%
64FORTINET INC COMFTNT363,411$21.3M0.33%
65DISNEY WALT CO COM DISNEY254687106240,030$19.5M0.30%
66VANGUARD INDEX FDS S&P 500 ETF92290836348,442$19.0M0.29%
67ROLLINS INC COMROL507,704$19.0M0.29%
68LAM RESEARCH CORP COMLRCX29,575$18.5M0.29%
69ALLEGION PLC ORD SHSALLE170,822$17.8M0.27%
70MICROCHIP TECHNOLOGY INCMCHPP227,956$17.8M0.27%
71AMPHENOL CORP NEW CL A032095101208,983$17.6M0.27%
72BROADCOM INCAVGO21,095$17.5M0.27%
73STRYKER CORP COMSYK63,072$17.2M0.27%
74ILLINOIS TOOL WKS INC COM45230810974,734$17.2M0.26%
75BERKSHIRE HATHAWAY INC DEL CLBRK-A32$17.0M0.26%
76PROLOGIS INC COMPLDGP142,107$15.9M0.25%
77ISHARES TR HIGH YLD CORP464288513211,575$15.6M0.24%
78COLGATE PALMOLIVE CO COMCL216,368$15.4M0.24%
79LVMH MOET HENNESSY LOU VUITTON50244130697,064$14.7M0.23%
80AMGEN INC COMAMGN49,994$13.4M0.21%
81ADOBE SYS INC COMADBE26,291$13.4M0.21%
82CISCO SYS INC COMCSCO245,593$13.2M0.20%
83VEEVA SYS INC CL A COMVEEV62,651$12.7M0.20%
84VICTREX PLCG9358Y107728,000$12.5M0.19%
85ISHARES TR NASDAQ BIOTECH INDX46428755699,312$12.1M0.19%
86ARCH CAP GROUP LTD ORDG0450A105151,190$12.1M0.19%
87TEXAS INSTRS INC COM88250810473,976$11.8M0.18%
88LILLY ELI & CO COMLLY20,976$11.3M0.17%
89ORACLE CORP COMORCL-PD106,256$11.3M0.17%
90EMERSON ELEC CO COMEMR113,711$11.0M0.17%
91SPDR SER TR S&P BIOTECH78464A870148,953$10.9M0.17%
92ENERGY TRANSFER LPET-PI774,852$10.9M0.17%
93T-MOBILE US INC COMTMUSZ75,819$10.6M0.16%
94AMERICAN TOWER CORP NEW COM03027X10064,397$10.6M0.16%
95ABBVIE INC COMABBV70,912$10.6M0.16%
96AIR LEASE CORP CL AAIIR264,381$10.4M0.16%
97AIR PRODS & CHEMS INC COMAIIR36,359$10.3M0.16%
98EOG RES INC COMEOG80,493$10.2M0.16%
99MARTIN MARIETTA MATERIALS57328410624,763$10.2M0.16%
100DOVER CORP COMDOV72,271$10.1M0.16%
101RAYTHEON TECHNOLOGIES CORPRTX137,831$9.9M0.15%
102GENERAL MLS INC COM370334104150,543$9.6M0.15%
103GRAINGER W W INC COM38480210413,858$9.6M0.15%
104PFIZER INC COMPFE275,213$9.1M0.14%
105CANADIAN PACIFIC KANSAS CITYCP115,517$8.6M0.13%
106INVESCO QQQ TRUST SERIES 1IVZ23,714$8.5M0.13%
107PAYCHEX INC COMPAYX72,907$8.4M0.13%
108PROCTER AND GAMBLE CO COM74271810957,634$8.4M0.13%
109ISHARES TR CORE S&P500 ETF46428720018,987$8.2M0.13%
110COCA COLA CO COMKO144,585$8.1M0.12%
111PARKER HANNIFIN CORPPH20,597$8.0M0.12%
112WHITE MTNS INS GROUP LTD COMG9618E1075,343$8.0M0.12%
113BRISTOL MYERS SQUIBB CO COMCELG-RI137,135$8.0M0.12%
114FLOWERS FOODS INC COMFLO349,581$7.8M0.12%
115GENMAB A/S SHSGNMSF21,741$7.7M0.12%
116UNION PAC CORP COMUNP36,305$7.4M0.11%
117CHENIERE ENERGY INC COM NEWLNG44,488$7.4M0.11%
118O REILLY AUTOMOTIVE INC NEW CO67103H1078,058$7.3M0.11%
119VANGUARD HIGH DIV YLD ETF92194640667,541$7.0M0.11%
120INTERNATIONAL BUSINESS MACHS CINTR49,261$6.9M0.11%
121DARDEN RESTAURANTS INC COMDRI45,695$6.5M0.10%
122DEERE & CO COMDE17,200$6.5M0.10%
123MAGNITE INCMGNI806,296$6.1M0.09%
124SPDR S&P MIDCAP 400 INDEXMDY13,153$6.0M0.09%
125CHIPOTLE MEXICAN GRILL INC CLCMG3,257$6.0M0.09%
126GENMAB A S SPONSORED ADRGNMSF157,543$5.6M0.09%
127ISHARES RUSSELL 2000 ETF46428765529,880$5.3M0.08%
128PHILIP MORRIS INTL INC COM71817210956,183$5.2M0.08%
129ALBERTSONS COS INC CLASS A013091103216,007$4.9M0.08%
130CHURCH & DWIGHT INC COMCHD52,849$4.8M0.07%
131CATERPILLAR INC DEL COMCAT17,223$4.7M0.07%
132ONEOK INC NEW COMOKE73,980$4.7M0.07%
133ENOVIS CORPENOV84,592$4.5M0.07%
134REVVITY INCRVTY39,238$4.3M0.07%
135PAYPAL HLDGS INC COMPYPL70,042$4.1M0.06%
136NEXTERA ENERGY INC COMNEE-PW70,283$4.0M0.06%
137MASTERCARD INCORPORATED CL AMA10,091$4.0M0.06%
138SPLUNK INC COM84863710427,081$4.0M0.06%
139OCCIDENTAL PETE CORP DEL COM67459910559,609$3.9M0.06%
140VANGUARD 500 INDEX FUND - ADM9229087109,373$3.7M0.06%
141EQUINIX INC COM PAR $0.001EQIX5,047$3.7M0.06%
142CIGNA CORPORATION COM12552310012,738$3.6M0.06%
143TESLA MTRS INC COMTSLA14,330$3.6M0.06%
144SOUTHWEST AIRLS CO COM844741108131,394$3.6M0.05%
145GENERAL ELECTRIC CO COM36960430131,986$3.5M0.05%
146MCDONALDS CORP COMMCD13,153$3.5M0.05%
147INVESCO S&P 500 EQUAL WEIGHT EIVZ23,993$3.4M0.05%
148SHOCKWAVE MED INC COM82489T10416,935$3.4M0.05%
149BANK AMER CORP COM060505104121,331$3.3M0.05%
150BROWN FORMAN CORPBF-B56,367$3.3M0.05%
151FRANCO NEVADA CORP COMFNV23,995$3.2M0.05%
152PNC FINL SVCS GROUP INC69347510525,587$3.1M0.05%
153SELECT SECTOR SPDR TR TECHNOLO81369Y80319,135$3.1M0.05%
154HORMEL FOODS CORPHRL82,148$3.1M0.05%
155LOCKHEED MARTIN CORPLMT7,585$3.1M0.05%
156BROWN-FORMAN CORP - CLASS BBF-B53,710$3.1M0.05%
157NXP SEMICONDUCTORS N V COMNXPI14,573$2.9M0.04%
158VANGUARD BD INDEX FD INC INTER92193781940,264$2.9M0.04%
159US BANCORP DEL COM NEWUSB-PS83,414$2.8M0.04%
160CANADIAN NATL RY CO COM13637510225,251$2.7M0.04%
161NESTLE S A SPONSORED ADR64106940624,094$2.7M0.04%
162VANGUARD SPECIALIZED PORTFOLIO92190884417,510$2.7M0.04%
163S&P GLOBAL INCSPGI7,406$2.7M0.04%
164VANGUARD WORLD FDS INF TECH ET92204A7026,477$2.7M0.04%
165SPDR GOLD TRUSTGLD15,506$2.7M0.04%
166CONOCOPHILLIPS COMCOP22,168$2.7M0.04%
167GOLDMAN SACHS GROUP INCGSCE8,109$2.6M0.04%
168RIO TINTO PLC SPONSORED ADRRTNTF41,226$2.6M0.04%
169VANGUARD INDEX FDS SMALL CP ET92290875113,334$2.5M0.04%
170WELLS FARGO CO NEW COM94974610161,547$2.5M0.04%
171EDWARDS LIFESCIENCES CORP COMEW36,117$2.5M0.04%
172MFA FINL INC COM55272X607256,890$2.5M0.04%
173BROOKFIELD CORPORATION11271J10778,422$2.5M0.04%
174AGILENT TECHNOLOGIES INC COMA21,897$2.4M0.04%
175PIMCO DYNAMIC INCOME FD SHS72201Y101141,167$2.4M0.04%
176KLA-TENCOR CORP COMKLAC5,250$2.4M0.04%
177AMERICAN WTR WKS CO INC NEW CO03042010319,400$2.4M0.04%
178INTEL CORP COMINTC67,348$2.4M0.04%
179VANGUARD INDEX FDS TOT STKIDX92290872822,931$2.4M0.04%
180KIMBERLY CLARK CORP COMKMB19,022$2.3M0.04%
181PUREFUNDS ISE CYBER SECURITY E26924G20144,535$2.3M0.04%
182MARATHON PETE CORP COMMARA15,153$2.3M0.04%
183AMERIPRISE FINL INC COM03076C1066,948$2.3M0.04%
184HP INCHPQ88,712$2.3M0.04%
185NORFOLK SOUTHERN CORP65584410811,260$2.2M0.03%
186ANALOG DEVICES INCADI12,489$2.2M0.03%
187ALTRIA GROUP INC COMMO51,872$2.2M0.03%
188CSX CORP COMCSX68,816$2.1M0.03%
189VALERO ENERGY CORP NEW COMVLO14,865$2.1M0.03%
190BCE INC COM NEWBCPPF54,368$2.1M0.03%
191ALLIANCEBERNSTEIN HOLDING LP U01881G10668,150$2.1M0.03%
192MPLX LP COM UNIT REP LTDMPLXP57,983$2.1M0.03%
193MKS INSTRUMENT INC COMMKSI23,642$2.0M0.03%
194MONDELEZ INTL INC CL A60920710529,103$2.0M0.03%
195DEXCOM INC COMDXCM21,609$2.0M0.03%
196LINDE PUBLIC LTDLIN5,375$2.0M0.03%
197CARRIER GLOBAL CORPORATION COMCARR34,428$1.9M0.03%
198KELLANOVABEKE31,836$1.9M0.03%
199MORGAN STANLEY COM NEWMS-PQ23,186$1.9M0.03%
200NATIONAL RESH CORP COM NEW63737220241,998$1.9M0.03%
201INTERCONTINENTAL EXCHANGE INC45866F10416,239$1.8M0.03%
202BECTON DICKINSON & CO COMBDX6,715$1.7M0.03%
203INTUITIVE SURGICAL INC COM NEWISRG5,803$1.7M0.03%
204CONSTELLATION BRANDS INC CL ASTZ6,743$1.7M0.03%
205DIAMONDBACK ENERGY INC COMFANG10,776$1.7M0.03%
206MARRIOTT INTL INC NEW CL A5719032028,418$1.7M0.03%
207HEWLETT PACKARD ENTERPRISE COHPE-PC94,263$1.6M0.03%
208YUM BRANDS INC COMYUM13,028$1.6M0.03%
209FIDELITY CONTRAFUND INC COM316071109107,418$1.6M0.02%
210TYSON FOODS INC CL ATSN31,500$1.6M0.02%
211L3HARRIS TECHNOLOGY INCLHX8,930$1.6M0.02%
212BROOKFIELD INFRAST PARTNERS LPG1625210151,969$1.5M0.02%
213VERIZON COMMUNICATIONS INC COMVZ47,067$1.5M0.02%
214NUCOR CORP COMNUE9,750$1.5M0.02%
215SCHLUMBERGER LTD COMSLB25,578$1.5M0.02%
216REGENERON PHARMACEUTICALS COMREGN1,806$1.5M0.02%
217QUALCOMM INC COMQCOM13,381$1.5M0.02%
218BOEING CO COMBA-PA7,751$1.5M0.02%
219PHILLIPS 66 COMPSX12,128$1.5M0.02%
220KEYSIGHT TECHNOLOGIES INC COMKEYS11,007$1.5M0.02%
221ADVANCED MICRO DEVICES INC COMAMD14,137$1.5M0.02%
222APPLIED MATLS INC COM03822210510,489$1.5M0.02%
223AUTOZONE INC COMAZO567$1.4M0.02%
224HERSHEY CO COMHSY7,180$1.4M0.02%
225META PLATFORMS INCMETA4,785$1.4M0.02%
226CROWDSTRIKE HOLDINGS INCCRWD8,478$1.4M0.02%
227FIDELITY CONCORD STR TR 500 ID3159117509,434$1.4M0.02%
228FIDELITY GROWTH CO FUND31620010447,049$1.4M0.02%
229WASTE MGMT INC DEL COM94106L1098,806$1.3M0.02%
230MOTOROLA SOLUTIONS INC COM NEWMSI4,895$1.3M0.02%
231STARBUCKS CORP COMSBUX14,270$1.3M0.02%
232VANGUARD MID-CAP ETF9229086296,166$1.3M0.02%
233TARGET CORP COMTGT11,461$1.3M0.02%
234CRYOPORT INC COM PAR $0.001CYRX91,879$1.3M0.02%
235NOVARTIS A G SPONSORED ADRNVSEF12,309$1.3M0.02%
236CDW CORP COMCDW6,091$1.2M0.02%
237SELECT SECTOR SPDR TR SBI INT-81369Y60536,939$1.2M0.02%
238MOODYS CORPMCO3,845$1.2M0.02%
239BOOKING HOLDINGS INCBKNG393$1.2M0.02%
240SERVICENOW INC COMNOW2,158$1.2M0.02%
241DUKE ENERGY CORPDUKB12,696$1.1M0.02%
242FREEPORT-MCMORAN INC.FCX29,673$1.1M0.02%
243AMERICAN CENTY MUT FDS INC ULT02508388215,849$1.1M0.02%
244WAL-MART STORES INC COMWMT6,687$1.1M0.02%
245UNITED RENTALS INC COMURI2,375$1.1M0.02%
246CORNING INC COMGLW34,614$1.1M0.02%
247PDF SOLUTIONS INC COMPDFS32,000$1.0M0.02%
248SMUCKER J M CO COM NEW8326964058,380$1.0M0.02%
249MEDTRONIC PLC SHSMDT13,012$1.0M0.02%
250UNIVERSAL HLTH SVCS INC CL B9139031008,019$1.0M0.02%
2513M CO COMMMM10,731$1.0M0.02%
252WILLIAMS COS INC DEL COM96945710029,740$1.0M0.02%
253ISHARES COMEX GOLD TR ISHARESIAU28,251$988,5020.02%
254WATTS WATER TECHNOLOGIES AWTS5,700$985,0740.02%
255INGREDION INC COMINGR10,010$984,9840.02%
256VANGUARD INDEX FDS LCP INDX AD9229085799,671$956,4150.01%
257COOPER COS INC COM NEW2166484023,000$954,0300.01%
258VANGUARD INDEX FDS MCAP GR IDX9229085384,886$951,6950.01%
259VANGUARD HEALTH CARE ETF92204A5043,944$927,2340.01%
260SENSIENT TECHNOLOGIES CORP COMSXT15,682$917,0830.01%
261FISERV INC COMFISV7,865$888,4300.01%
262WATSCO INC COMWSO-B2,316$874,8000.01%
263LAMB WESTON HLDGS INC COMLW9,421$871,0660.01%
264ORGANON & CO COMMON STOCKOGN49,364$856,9590.01%
265FEDEX CORP COMFDX3,224$854,1020.01%
266SIG COMBIBLOC GROUP AGH7640611733,800$835,9550.01%
267CONAGRA BRANDS INCCAG30,445$834,8020.01%
268TARGA RES CORP COMTRGP9,734$834,3980.01%
269PACKAGING CORP OF AMERICA6951561095,398$828,8630.01%
270GRAYSCALE BITCOIN TRUST BTCGBTC42,770$820,7560.01%
271SELECT SECTOR SPDR TR SBI CONS81369Y4074,965$799,2660.01%
272ISHARES TR CORE S&P MCP ETF4642875073,140$782,9590.01%
273GXO LOGISTICS INCORPORATED COMGXO13,282$778,9890.01%
274KROGER CO COMKR17,313$774,7570.01%
275AT&T INC COMT-PC51,354$771,3370.01%
276ASML HOLDING N V N Y REGISTRYASMLF1,298$764,0810.01%
277VANGUARD FTSE ALL-WORLD EX-U.S92204277514,705$762,7310.01%
278ISHARES TR IBOXX INV CP ETF4642872427,444$759,4370.01%
279STAAR SURGICAL CO COM PAR $0.0STAA18,900$759,4020.01%
280LABORATORY CORP AMER HLDGS COM50540R4093,750$753,9380.01%
281SELECT SECTOR SPDR TR COMMUNIC81369Y85211,354$744,4820.01%
282SELECT SECTOR SPDR TR SBI INT-81369Y5068,215$742,5540.01%
283CORTEVA INC COMCTVA14,402$736,8060.01%
284CHOICE HOTELS INTL INC COM1699051066,000$735,0600.01%
285DAVIS NY VENTURE FD INC CL A23908010429,310$725,4300.01%
286ISHARES TR S&P SMALL CAP 6004642878047,674$723,8880.01%
287BLACKROCK INC COMBLK1,119$723,4220.01%
288VMWARE INC CL A COM9285634024,340$722,5230.01%
289CAMPBELL SOUP CO COMCPB17,527$720,0090.01%
290SPDR SER TR PORTFOLIO S&P40078464A84716,230$710,7120.01%
291FIFTH THIRD BANCORP COMFITBM28,022$709,7970.01%
292MARSH & MCLENNAN COS INC5717481023,724$708,6770.01%
293HESS CORP COMHESM4,603$704,2590.01%
294NORTHROP GRUMMAN CORP COMNOC1,576$693,7390.01%
295GE HEALTHCARE TECHNOLOGYGEHC10,153$690,8100.01%
296OTIS WORLDWIDE CORP COMOTIS8,533$685,2850.01%
297PUTNAM EQUITY INCOME FD NEW CL74674510823,079$680,3670.01%
298VANGUARD WORLD FDS INDUSTRIAL92204A6033,460$674,6310.01%
299DOW INC COMDOW12,973$668,8880.01%
300RALPH LAUREN CORP CL ARL5,748$667,2850.01%
301VANGUARD WORLD CONSUMER DISC E92204A1082,473$666,1520.01%
302ULTA SALON COSMETCS & FRAG INCULTA1,609$642,7150.01%
303DIAGEO P L C SPON ADR NEWDGEAF4,280$638,4900.01%
304CHARTER COMMUNICATIONS INC DEL16119P1081,451$638,1790.01%
305D R HORTON INC23331A1095,901$634,1800.01%
306BP PLC SPONSORED ADRBPPFF16,303$631,2520.01%
307MCKESSON CORP COMMCK1,450$630,5330.01%
308ANSYS INC COM03662Q1052,118$630,2110.01%
309AVERY DENNISON CORPAVY3,436$627,6540.01%
310NETFLIX INC COMNFLX1,660$626,8160.01%
311VANGUARD MID CAP INDEX FUND AD9229086452,428$626,1580.01%
312JP MORGAN EXCHANGE TRADED FD U46641Q83712,406$622,5330.01%
313UNITED PARCEL SVC INC CL BUPS3,976$619,6990.01%
314DUPONT DE NEMOURS INCDD8,201$611,7130.01%
315COGNIZANT TECHNOLOGY SOLUTIONSCTSH8,901$602,9540.01%
316CME GROUP INC COMCME2,991$598,8580.01%
317COTERRA ENERGY INCCTRA21,907$592,5740.01%
318TRANE TECHNOLOGIES PLC SHSTT2,890$586,4100.01%
319MORNINGSTAR INC COMMORN2,500$585,6000.01%
320NORTHERN FDS STK INDEX FDNTRSO12,574$573,2550.01%
321BROOKFIELD ASSET MANAGEMENT -11300410516,969$565,7460.01%
322BERKLEY W R CORP COMWRB-PH8,687$551,5380.01%
323GLOBE LIFE INCGL-PD5,067$550,9350.01%
324VANGUARD MSCI EAFE ETF92194385812,564$549,2980.01%
325KENVUE INC COMKVUE26,946$541,0690.01%
326SHELL PLC SPON ADSRYDAF8,392$540,2770.01%
327MATSON INC COMMATX6,052$536,9330.01%
328METLIFE INC COMMET-PF8,490$534,1060.01%
329VANGUARD INDEX FDS TOTAL STK M9229087692,506$532,3100.01%
330VANGUARD VALUE ETF9229087443,842$529,9270.01%
331CAMBRIDGE BANCORP COM1321521098,500$529,4650.01%
332CBOE GLOBAL MARKETS INC COM12503M1083,374$527,0530.01%
333SCHWAB STRATEGIC TR INTL EQTY80852480515,424$523,7990.01%
334SPDR DOUBLELINE TOTAL RETURN T78467V84813,375$516,9440.01%
335SALESFORCE COM INC COMCRM2,549$516,8860.01%
336SONY GROUP CORP SP ADRSNEJF6,271$516,7930.01%
337ADYEN N V SHSN3501V104692$516,2800.01%
338TRANSDIGM GROUP INC COMTDG611$515,1520.01%
339FOUR CORNERS PPTY TR INC COM35086T10923,171$514,1640.01%
340DTE ENERGY CO COMDTK5,162$512,4830.01%
341PRICE T ROWE GROWTH STK FD INC7414791096,284$502,2340.01%
342RAYMOND JAMES FINANCIAL INC CO7547301095,000$502,1500.01%
343GENERAL DYNAMICS CORP COMGD2,247$496,5200.01%
344ENBRIDGE INC COMENNPF14,610$490,0190.01%
345VANGUARD WORLD FDS CONSUM STP92204A2072,677$489,0080.01%
346FASTENAL CO COMFAST8,927$487,7710.01%
347YUM CHINA HLDGS INC COMYUMC8,666$482,8700.01%
348CHUBB LIMITED COMCB2,296$477,9810.01%
349SCHWAB CHARLES CORP NEW COMSCHW-PJ8,464$464,6680.01%
350AMERICAN INTL GROUP INC COM NE0268747847,662$464,3170.01%
351CVS HEALTH CORPORATIONCVS6,637$463,3680.01%
352DELL INC COMDELL6,685$460,5970.01%
353UNILEVER PLC SPON ADR NEWUNLYF9,300$459,4200.01%
354T ROWE PR BLUE CHIP GROW77954Q1063,288$446,3590.01%
355VANGUARD INDEX FDS SMCP INDEX9229086864,917$445,3650.01%
356FRANKLIN RES INC COMBEN18,025$443,0550.01%
357BANK NEW YORK MELLON CORP COM06405810010,364$442,0250.01%
358ISHARES TR S&P 500 GRWT ETF4642873096,418$439,1200.01%
359AMETEK INC NEW COMAME2,964$437,9610.01%
360ASTRAZENECA PLC SPONSORED ADRAZN6,455$437,1330.01%
361LIVE NATION INC COMLYV5,262$436,9560.01%
362TE CONNECTIVITY LTD REG SHSTEL3,510$433,5900.01%
363RESMED INC COMRSMDF2,926$432,6680.01%
364VULCAN MATLS CO9291601092,129$430,1010.01%
365ABCAM PLC ADS00038020419,000$429,9700.01%
366JPMORGAN TR II EQTY INCOME SL4812C049820,013$429,4700.01%
367TRAVELERS COMPANIES INC COMTRV2,607$425,7490.01%
368NOVO-NORDISK A S ADRNONOF4,658$423,5990.01%
369GILEAD SCIENCES INC COMGILD5,609$420,3380.01%
370TRANSOCEAN LTDRIG50,897$417,8640.01%
371BAXTER INTL INC07181310911,008$415,4420.01%
372VICI PPTYS INC COM92565210914,100$410,3100.01%
373ZIMMER BIOMET HLDGS INC COMZBH3,648$409,3790.01%
374INTERNATIONAL FLAVORS&FRAGRANC4595061015,942$405,0660.01%
375WEYERHAEUSER COWY13,088$401,2780.01%
376AMERICA MOVIL SA DE CV ADR SERAMXOF23,103$400,1440.01%
377CITIGROUP INC COM NEWC-PR9,703$399,0840.01%
378FIDELITY NATL INFORMATION SVCS31620M1067,093$392,0300.01%
379SCHWAB STRATEGIC TR US LRG CAP8085242017,710$390,1030.01%
380WENDYS CO COM95058W10019,000$387,7900.01%
381PPL CORP COMPPLC16,431$387,1140.01%
382BWX TECHNOLOGIES INC COMBWXT5,057$379,1740.01%
383VANECK VECTORS ETF TR92189F7262,410$375,3090.01%
384ALLISON TRANSMISSION HLDGS INCALSN6,334$374,0860.01%
385GENUINE PARTS CO COMGPC2,589$373,8000.01%
386SELECT SECTOR SPDR TR SBI HEAL81369Y2092,858$367,9390.01%
387ALLSTATE CORPALL-PJ3,300$367,6530.01%
388SPROTT INC COM NEWSII12,048$367,1030.01%
389ANNALY CAP MGMT INC COMNLY-PJ19,450$365,8550.01%
390NAVIENT CORPORATION COMJSM21,181$364,7370.01%
391PUBLIC SVC ENTERPRISE GROUP CO7445731066,404$364,4650.01%
392LOEWS CORP COML5,753$364,2220.01%
393VERTEX PHARMACEUTICALS INC COMVRTX1,041$361,9970.01%
394GRAYSCALE ETHEREUM TR ETH SHS38963810732,519$359,6600.01%
395ISHARES TR CORE MSCI TOTAL46432F8345,895$353,6410.01%
396VANGUARD INDEX FDS GROWTH ETF9229087361,290$351,2800.01%
397TREEHOUSE FOODS INC COM89469A1048,000$348,6400.01%
398J & J SNACK FOODS CORP COMJJSF2,129$348,4110.01%
399JPMORGAN TR II LARGE CAP GR S4812C05306,462$343,1350.01%
400VANGUARD BALANCED INDEX-ADM9219312008,231$342,2530.01%
401VIPER ENERGY PARTNERS LPVNOM12,250$341,5300.01%
402OMNICOM GROUP INC COMOMC4,516$336,3520.01%
403ISHARES TR TIPS BD ETF4642871763,230$335,0160.01%
404VANGUARD SCOTTSDALE FDS INT-TE92206C8704,352$330,6650.01%
405BIOGEN INC COMBIIB1,276$327,9450.01%
406BHP BILLITON LTD SPONSORED ADRBHPLF5,672$322,6230.00%
407BORGWARNER INC COMBWA7,959$321,3050.00%
408MONSTER BEVERAGE CORPMNST6,000$317,7000.00%
409REGAL REXNORD CORPORATION COMRRX2,215$316,4790.00%
410VANGUARD TOTAL BOND MARKET FUN9219378354,489$313,2420.00%
411CAMDEN NATL CORP COM13303410811,050$311,8310.00%
412UGI CORP NEW COM90268110513,518$310,9140.00%
413ROCHE HLDG LTD SPONSORED ADR7711951049,153$310,5610.00%
414VANGUARD TAX MANAGED INTL FD C9219438661,395$309,2470.00%
415WABTEC CORP COM9297401082,905$308,7140.00%
416WARNER BROS DISCOVERY INC COMWBD28,147$305,6760.00%
417EQUIFAX INC COMEFX1,653$302,7970.00%
418NEXTERA ENERGY PARTNERS LP COMNEE-PW10,069$299,0490.00%
419ABB LTDABLZF8,333$296,5710.00%
420VANGUARD WINDSOR II FD ADMIRAL9220183044,163$295,9130.00%
421FACTSET RESH SYS INC COM303075105674$294,7130.00%
422KRAFT HEINZ CO COMKHC8,713$293,1050.00%
423ANTERO RES CORP COMAR11,500$291,8700.00%
424PERMIAN RESOURCES CORPPR20,900$291,7640.00%
425AMCAP FD INC SHS CL F-20233758278,227$286,8620.00%
426SOUTHERN CO COMSOMN4,400$284,7680.00%
427XCEL ENERGY INCXELLL4,910$280,9500.00%
428ISHARES TR CORE MSCI EAFE46432F8424,331$278,7000.00%
429NUTRIEN LTD COMNTR4,506$278,2910.00%
430INTL PAPER CO COM4601461037,839$278,0490.00%
431HOLLY ENERGY PARTNERS LP43576310712,660$278,0140.00%
432WEC ENERGY GROUP INC COMWEC3,450$277,8980.00%
433XYLEM INC COMXYL3,029$275,7300.00%
434FIVE BELOW, INCFIVE1,711$275,3000.00%
435HEXCEL CORP NEW COM4282911084,225$275,2170.00%
436DOUBLELINE INCOME SOLUTIONS FDDSL23,455$274,8930.00%
437PIMCO DYNAMIC INCOME OPRNTS FD69355M10722,710$269,7950.00%
438TOYOTA MOTOR CORP COMJ9267611315,000$269,1410.00%
439GLENCORE PLC UNSPONSORD ADRGLCNF23,000$263,8330.00%
440PIMCO CORPORATE OPP FDPTY20,165$263,5560.00%
441SCHWAB STRATEGIC TR US DIVIDEN8085247973,716$262,9440.00%
442VANGUARD INDEX FDS SM CP VAL E9229086111,634$260,6070.00%
443BALL CORPBALL5,206$259,1550.00%
444CAPITAL ONE FINANCIAL CORP14040H1052,670$259,1240.00%
445ENPRO INDS INC COMNPO2,133$258,4980.00%
446ESAB CORPORATION COMESAB3,669$257,6370.00%
447GLOBAL PMTS INC COM37940X1022,225$256,7430.00%
448AMERICAN ELEC PWR INC0255371013,400$255,7480.00%
449SCHEIN HENRY INC COMHSIC3,400$252,4500.00%
450SLM CORP COMSLMBP18,487$251,7930.00%
451INVESCO EXCH TRADED FD TR II CIVZ10,586$248,4530.00%
452SEMPRA ENERGYSREA3,646$248,0370.00%
453ISHARES TR S&P 500 VALUE4642874081,604$246,7590.00%
454LULULEMON ATHLETICA INC COMLULU633$244,0910.00%
455FT 10003 EQUITY INC SELEC-UI30325U20728,037$243,8380.00%
456ISHARES INC CORE MSCI EMKT46434G1035,114$243,3750.00%
457DOUBLELINE OPPORTUNISTIC CR FDDBL16,516$240,8030.00%
458ROWE T PRICE DIVID GROWTH FD C7795461003,646$238,7540.00%
459RITHM CAPITAL CORPRITM-PF25,303$235,0670.00%
460AKAMAI TECHNOLOGIES INC COMAKAM2,200$234,3880.00%
461HOSTESS BRANDS INC CL A44109J1067,000$233,1700.00%
462BRUNELLO CUCINELLI S P A UNSPOBCUCF6,000$229,7400.00%
463IQVIA HLDGS INC COMIQV1,162$228,6240.00%
464VANGUARD SPECIALIZED PORTFOLIO9219088852,646$227,4910.00%
465VIATRIS INCVTRS22,968$226,4640.00%
466ERIE INDTY CO CL A29530P102770$226,2180.00%
467GABELLI ASSET FD SH BEN INT3623951054,659$224,1750.00%
468HUBSPOT INC COMHUBS454$223,5950.00%
469SCHWAB STRATEGIC TR SCHWAB FDT8085247713,987$223,1520.00%
470ISHARES TR RUSSELL 3000464287689910$223,0050.00%
471PIONEER NAT RES CO COM723787107966$221,7450.00%
472NEW MOUNTAIN FIN CORP COM64755110017,000$220,1500.00%
473ELEVANCE HEALTH INCELV500$217,7100.00%
474SPARK NEW ZEALAND LTD SHSQ8619N10775,000$216,4190.00%
475ISHARES TR FLTG RATE BD ETF46429B6554,252$216,3840.00%
476ISHARES S&P NAT MUNI BOND FD4642884142,101$215,4370.00%
477LOOMIS SAYLES FDS II GLOBAL AL5434878709,896$215,2380.00%
478SCHWAB STRATEGIC TR SCHWAB FDT8085247634,404$213,5500.00%
479SIMON PPTY GROUP INC NEW8288061091,973$213,1430.00%
480SEAGEN INCSE1,000$212,1500.00%
481ICON PLC SHSICLR860$211,7750.00%
482EVERSOURCE ENERGYES3,630$211,0840.00%
483REPUBLIC SERVICES INC CL A7607591001,470$209,4900.00%
484MOSAIC COMOS5,856$208,4740.00%
485MUELLER INDS INC COM6247561022,762$207,5920.00%
486FT UT10035DIGR22RM30325N69022,950$207,4220.00%
487AMERICAN BEACON FDS CL Y02452730110,485$206,7680.00%
488ITT INCITT2,096$205,2190.00%
489EPAM SYS INC COMEPAM800$204,5520.00%
490RBC BEARINGS INC COMRBC871$203,9270.00%
491TENET HEALTHCARE CORPTHC3,087$203,4020.00%
492DIGIMARC CORP NEW COMDMRC6,250$203,0630.00%
493EASTMAN CHEM CO COMEMN2,643$202,7710.00%
494TOOTSIE ROLL INDS INC COM8905161076,784$202,5700.00%
495L OREAL CO ADR5021172032,441$202,2610.00%
496LOOMIS SAYLES FDS II GROWTH FD5434871109,344$201,9150.00%
497DODGE & COX STK FD COM256219106891$201,7080.00%
498SCHWAB CAP TR S&P 500IDX SEL8085098553,036$201,6190.00%
499SCHWAB STRATEGIC TR US TIPS ET8085248703,978$200,8490.00%
500ALLIANZ FDS RCM MIDCAP INS01891968846,962$199,5900.00%